Pre-requisite. You need a system administrator profile to perform those steps.
Installation
Install the IdealDoc Salesforce package into your Salesforce instance:
Environment | IdealDoc Salesforce Version 2.3.0-1 |
|---|---|
Production / Developer | https://login.salesforce.com/packaging/installPackage.apexp?p0=04tTG0000002zSPYAY |
Sandbox | https://test.salesforce.com/packaging/installPackage.apexp?p0=04tTG0000002zSPYAY |
Select “Install for Admins Only”:
Grant access to the required IdealDoc API endpoints:
Configuration
Launch die IdealDoc Administration App from the Salesforce App Launcher:
On the IdealDoc Settings tab, follow the following setup steps, by clicking the corresponding button on the Settings page:
1 | Request Trial Subscription | Get a trial subscription for your current Salesforce Org. Only one trial per Org is possible. |
2 | Assign Permission Sets | Assigns the permission sets IdealDoc_User_Permissions and IdealDoc_Admin_Permissions to your admin User |
3 | Create Example Template | Creates an example IdealDoc Account Overview Template with an example query and an example DOCX document |
4 | Add Lightning Action | The example Account action: CreateIdealDocExample_noattach_docx_single_account_trial needs to be added to the Account Page or Layout |
5 | Get going | Create your own templates and queries and request a production token when ready |
Request Trial Subscription
When clicking on the “1. Request Trial Subscription” button, a new trial subscription for this Salesforce instance gets created automatically which allows for the creation of 100 documents and is valid for 3 months.
After creating the trial subscription, a new entry appears in the IdealDoc Settings table. By clicking on the “edit” symbol the default configuration for this subscription can be edited.
The “Setting Name” needs to be unique within all the settings and can only contain lowercase alphanumeric letters. The setting name will be used as setting identifier (key) when creating documents.
A setting is connected to an IdealDoc subscription through the defined end point url (test or prod) and the subscription token (not visible anymore after creation of the setting).
If a corresponding subscription is found for the (hidden) settings token and url, the subscription start and end date, the max and used quota gets displayed as well as the information whether the subscription renews automatically (canceled = false) or not (canceled = true).
All the attributes entered on this setting screen will be used as default value for each document created using this setting. Those values can be overriden by on the template record (See ….).
The attribute “Only Server Side Callouts” exists only this settings entry. If checked, IdealDoc will route all request for document creation and document status queries through the Salesforce server. This might be needed for environments where client side calls to the IdealDoc endpoint are not permitted by security restrictions.
Create an Example Template
Copy & Paste the Id of an example Salesforce Account record into the example template record id field and click “try me”
